US · Technology · Software - Application
EPS came in at 0.14 against a street estimate of 0.08 — a beat of 75.0%.
Analysts rate Unity Software Inc a buy (16 buy, 13 hold, 0 sell out of 29) with an average price target of $49.39.
CONFIDENT Unity delivered exceptional Q2 with Vector (ads) up 23% QoQ, approaching $1B run rate. Strategic revenue +63% YoY, EBITDA margins hit 29%. Unity 7 launching Q4 beta promises to democratize game creation via AI agents. Q2 2026 China called out as growth driver for Create; Asia noted as new advertiser entrants, but geographic split not provided. Analysts focused on Vector's sustainability (step-function model improvements?), runtime contribution magnitude, and Unity 7's cross-sell impact on Create. Management emphasized compounding AI loops (product updates + data + models), avoided isolated metrics, and framed 7 as TAM expansion, not just efficiency gain. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| SILVER LAKE GROUP, L.L.C. | 7.89% |
| SC US (TTGP), LTD. | 7.23% |
| BlackRock Inc | 4.30% |
| Vanguard Portfolio Management, LLC | 4.22% |
| Slate Path Capital LP | 3.65% |
| Vanguard Capital Management, LLC | 3.54% |
| Atreides Management, LP | 2.33% |
| D. E. Shaw & Co LP | 2.06% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 UNITY SOFTWARE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Matthew Bromberg granted 880,000 performance-based, price-vesting restricted stock uni | 2026-08-19 |
| Quarterly report · Q2 2026 UNITY SOFTWARE INC. - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue (Q2 2026): $546.5 million, up 24% from $440.9 mi | 2026-08-06 |
| Results announced · Q3 2026 UNITY SOFTWARE Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Revenue Q2 2026: $546 million, up 24% year-over-year from $441 million in | 2026-08-06 |
| Board / officer change · Q3 2026 UNITY SOFTWARE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Michael Lieb appointed as Chief Accounting Officer and principal accounting officer effect | 2026-07-27 |
| Board / officer change · Q3 2026 UNITY SOFTWARE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: July 16, 2026 • Event Date: July 13, 2026 • Company: Unity Software Inc. (NYS | 2026-07-16 |
| Quarterly report · Q1 2026 UNITY SOFTWARE INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $508.2 million (up 16.8% vs. Q1 2025's $435.0 million) • Net Loss Q1 | 2026-05-07 |
| Proxy statement · Q2 2026 UNITY SOFTWARE INC. — 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class III director nominees to ser | 2026-03-27 |
| Annual report FY2025 UNITY SOFTWARE INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Unity Software Inc., traded as "U" on NYSE • Market capitalizati | 2026-02-11 |
Readable in the app.
| Announcement | Date |
|---|---|
| Q3 2026 revenue and adjusted EBITDA guidance raised significantly Unity reported strong Q2 2026 results, calling it "arguably the best quarter in Unity's history as a public company." Key metrics: Total revenue grew 24% year-over-year to $546 million, with | 2026-08-06 |
| Q1 2026 results reported; Q2 2026 revenue and EBITDA guidance provided Unity reported Q1 2026 results showing strong top-line growth and profitability improvement, though burdened by one-time charges. Total revenue grew 17% year-over-year to $508 million, with | 2026-05-07 |
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Google PlayApp StoreData updated 2026-09-18.